Steward Partners Investment Advisory’s Fidelity National Information Services FIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
162,848
+9,529
| +6% | +$776K | 0.1% | 197 |
|
|
2025
Q1 | $11.4M | Buy |
153,319
+13,789
| +10% | +$1.03M | 0.1% | 202 |
|
|
2024
Q4 | $11.3M | Buy |
139,530
+14,763
| +12% | +$1.19M | 0.1% | 202 |
|
|
2024
Q3 | $10.4M | Buy |
124,767
+108,498
| +667% | +$9.09M | 0.1% | 207 |
|
|
2024
Q2 | $1.23M | Buy |
16,269
+133
| +0.8% | +$10K | 0.01% | 743 |
|
|
2024
Q1 | $1.2M | Buy |
16,136
+3,358
| +26% | +$249K | 0.01% | 732 |
|
|
2023
Q4 | $768K | Sell |
12,778
-1,174
| -8% | -$70.5K | 0.01% | 822 |
|
|
2023
Q3 | $771K | Buy |
13,952
+1,748
| +14% | +$96.6K | 0.01% | 768 |
|
|
2023
Q2 | $668K | Sell |
12,204
-412
| -3% | -$22.5K | 0.01% | 831 |
|
|
2023
Q1 | $685K | Buy |
12,616
+1,230
| +11% | +$66.8K | 0.01% | 806 |
|
|
2022
Q4 | $773K | Sell |
11,386
-43,274
| -79% | -$2.94M | 0.01% | 755 |
|
|
2022
Q3 | $4.13M | Buy |
54,660
+28,448
| +109% | +$2.15M | 0.08% | 267 |
|
|
2022
Q2 | $2.4M | Buy |
26,212
+43
| +0.2% | +$3.94K | 0.04% | 383 |
|
|
2022
Q1 | $2.63M | Buy |
26,169
+4,960
| +23% | +$498K | 0.04% | 397 |
|
|
2021
Q4 | $2.32M | Sell |
21,209
-2,559
| -11% | -$279K | 0.04% | 454 |
|
|
2021
Q3 | $2.89M | Buy |
23,768
+1,169
| +5% | +$142K | 0.05% | 361 |
|
|
2021
Q2 | $3.2M | Sell |
22,599
-2,582
| -10% | -$366K | 0.05% | 336 |
|
|
2021
Q1 | $3.54M | Buy |
25,181
+5,150
| +26% | +$724K | 0.06% | 314 |
|
|
2020
Q4 | $2.83M | Buy |
20,031
+1,863
| +10% | +$264K | 0.06% | 303 |
|
|
2020
Q3 | $2.68M | Buy |
18,168
+272
| +2% | +$40K | 0.07% | 269 |
|
|
2020
Q2 | $2.4M | Buy |
17,896
+1,762
| +11% | +$236K | 0.07% | 274 |
|
|
2020
Q1 | $1.96M | Buy |
16,134
+11,958
| +286% | +$1.45M | 0.07% | 261 |
|
|
2019
Q4 | $580K | Buy |
4,176
+1,090
| +35% | +$151K | 0.02% | 588 |
|
|
2019
Q3 | $409K | Buy |
3,086
+1,976
| +178% | +$262K | 0.01% | 639 |
|
|
2019
Q2 | $136K | Buy |
+1,110
| New | +$136K | 0.01% | 936 |
|
|
2018
Q4 | – | Sell |
-527
| Closed | -$57K | – | 1236 |
|
|
2018
Q3 | $57K | Buy |
527
+228
| +76% | +$24.7K | ﹤0.01% | 1148 |
|
|
2018
Q2 | $32K | Sell |
299
-146
| -33% | -$15.6K | ﹤0.01% | 1273 |
|
|
2018
Q1 | $42K | Buy |
445
+414
| +1,335% | +$39.1K | ﹤0.01% | 1059 |
|
|
2017
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 1692 |
|
|
2017
Q3 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 1484 |
|